Sample documents

Here's a selection of sample documents that you may find helpful…

Covering letter to a bank or building society (sample)
This letter clarifies your liability when supplying information to support clients’ loan or mortgage applications.

Employment contract (sample)
This draft contract covers the basic legal requirements under English law.

Letters of engagement
We strongly recommend having letters of engagement in place for every client. This is best practice and confirms both parties' responsibilities. We've produced two sample letters:

Letter of engagement for general clients

Letter of engagement for charity clients

Subcontractor agreement (sample)
A sample agreement that you can use when subcontracting services to or from another accountant.

Disengagement Letter
A pro-forma letter to assist you in bring your agreement with your client to a close.